The customer refers to an individual registered as a user in the client's portal. Clients have the ability to add customers directly through their portal and can also make edits to customer information as needed.

Step-by-Step Guide to Export Customers List:

1. Navigate to Customer

1. Click on ‘Customers’.
2. Click on 'Export' and then ‘Proceed’.
   

2.    Select Export Options:

1. From the dropdown menus, choose the desired options under ‘Export Module’.
   

1.  From the dropdown menu, select the desired option under ‘Select Module’:
   • All Columns: Selecting this option will include all columns in the export sheet.
   • Custom Columns: This option allows you to customize and select specific columns to include in the export sheet.
2. Click Next to proceed.
   

Note: You can download up to 1,000 records at a time.

3.    Preview and Download:

1. Preview the table to ensure accuracy.
2. Click Next, then click Done to download the file containing the customer data.
   

Conclusion

By following these steps, you can efficiently export customer data from the portal. This streamlined process ensures you can preview and download accurate records, making it easy to manage and utilize customer information as needed.